Construction

With the latest update, Projects can now be marked as Active, Completed or Closed. When a project is marked Closed, I am unable to get the project transaction details. That box is now greyed out. Yes, I could click around for each line and get it, but a lot of my PMs like to refer back to closed jobs to see some of the details. Has anyone found a work around to this? Is anyone else frustrated? 

Hello All,We have a client migrating from Dynamics SL where they have the option to update the Cost at Completion with every Budget Revision.  They may have multiple Budget revisions on a single day, especially at the end of month.  We would like to recreate this functionality by creating a Cost Projection by Date for every Cost Budget in Acumatica, but are limited due to Acumatica only allowing one cost project for a date.Is there any plan to allow multiple Cost Projections by Date for a singe date or revise/correct a Cost Projection for a date?  Or..has anyone found a work around to allow multiple cost projections for a single date?Thanks!

After integrating Avalara and enrolling in the SST program, we had to map tax category codes and inventory ID’s to tasks used in billing. We started with tax category codes and only Avalara. The duplicated line items did not begin until we enrolled in the SST program and began using inventory ID’s (as instructed by Avalara).Has anyone experienced this issue and found a resolution? The duplicate line items appear whether it’s an older project (prior to Avalara integration) or a new project (after integration). Also, we use milestone billing for projects.

We are using the “cost projection by date” feature in 2026R1 to forecast WIP and Over Billings.  It is a very useful tool.  However, to match our month end, it would be beneficial to use to use the post period as the cut off for transactions rather than the invoice date.  Sometimes the post period does not match the invoice date as a result of month end accruals.   By not matching the post period with our month end it causes errors in our WIP and Over Billing calculations.   Is there a way to change the cut off to post period rather than invoice date within Cost Projection By Date?

We have a client running Acumatica 26R1 that operates as an Engineer-to-Order (ETO) manufacturer. Their projects often contain hundreds of budget lines, and they are utilizing the new Revenue % Complete calculation method for project billing.One challenge we are encountering is preventing the revenue-side % Complete calculation from exceeding 100% of the revenue budget when actual costs exceed the original cost budget. In these scenarios, the project may legitimately run over budget on costs, but we do not want the Revenue % Complete billing calculation to generate billings beyond 100% of the contract/revenue budget.Has anyone found a standard Acumatica solution to cap the Revenue % Complete calculation at 100%? I have experimented with billing formulas but have not found a reliable way to prevent over-recognition when costs exceed budget.At this point, I am considering a custom Generic Inquiry with a Business Event and automation process to calculate and update the revenue-side comple

Hi, In the project record, I configured the Project Group with the intention of limiting visibility so that not all users with project access can see the project records. Specifically, each project manager has their own group, and only members of that group—such as the project administrator and coordinator—are allowed to view their respective projects.Additionally, I enabled the Restrict to Employees option for the foreman role. and set up their name under the Employees tab. Please note that foremen do not have access to the project record itself. The purpose of this setting is to ensure that foremen can only select projects in the Daily Field Report (DFR) that are assigned to them.Based on my understanding:Project Access controls visibility and access to the project record. Restrict to Employees controls access related to time activities (e.g., DFR and timecard entry).However, based on my testing, when Project Access settings are enabled, the Restrict to Employees functionality does n

I’ve generated my T5018 efile and while reviewing it there is a vendor who shouldn’t be on the report as they only supply materials.  I’ve reviewed their vendor record and confirmed that they are set up as “none” under CRA Reporting Type.  Is there any where else that I should be looking?

The new Project Address fields implemented in 2020 R2 to replace the single Project Site field is definitely an improvement.  But I wonder why it isn't configured as a selector whereby the user can select from the customer's locations, like the Default Location.  Have others encountered this?  How are you handling it if so?  

The Project is a field in the POReceipt table - but it appears after upgrading to 25R2 from 24R2 it is no longer visible and can not be added via screen configuration. Is this true?We got our total cost back - now the Project is gone :/

Has anyone modified the AIA report to allow for parameters?  Also, can a modified report be set up on the project>mailing & printing tab to be the default format?

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

We’re about to start a construction project for a third party.  We’ll be billing them all construction costs (without mark up) plus a management fee.  We will be providing them Cost Reports on a monthly basis and need the management fee to show as a cost of the project.  All of our other projects have been in house so we record the management fee twice - once to the developer as revenue (through an invoice) and then a second time as WIP to the property company (through a bill).  Only the WIP gets the project details. Since this is an external client we don’t have access to that second entry.It “feels” like I should be able to put the project related info on the AR line of the invoice so that it will be picked up on the cost reports.  But, that doesn't seem to work.I can’t believe we’re the only builder using Acumatica for external clients.I’ve also thought about recording the invoice with three lines so that it looks like thisdr A/R    cr fee revenue, proj xdr COGS, Proj external, task

Following an upgrade to 25R2 Build 25.201.0213.3 this Known Issue is still occurring. The current Solution indicates updating to 24R1 or new for the fix…. is there a solution for 25R2 that anyone is aware of? This error occurs when a Requisition has an attachment at the line level, preventing the PO from being generated. The workaround requires users to remove attached documents from the document line level prior to creating a PO. This is problematic because File Attachments added to a Requisition at the Document level do not get attached to the related PO.  

I am using the above reference to implement this. On the Projects screen, I have two tabs: BTC and HWP. The HWP tab contains multiple UDF fields that should be visible only when the HWP branch is selected; otherwise, they need to be hidden.  After implementing this, the fields are not showing under any condition. Whether I select the HWP branch, BTC branch, or any other branch, they remain hidden. Could you please guide me if I am approaching this correctly?

We are currently on 2025R1 and noticed this week that we are unable to add a new record from the Subcontracts primary list. When it was reported by a user, I checked user rights and this individual has full access to that screen.  I as an admin also am no longer able to see the ‘+’ sign to add a new record form the SC3010PL screen.   As a workaround we are able to add a new record by opening an existing record and clicking the ‘+’ from there, or from the Commitments screen of a project. Our production instance is: Build 25.101.0153.9 + Our Sandbox, which is build Build 25.101.0153.2 +, has the ‘+’ on the pl list.  I even made a copy of the Subcontracts PL in our Sandbox, exported it and imported to our Live instance, and the ‘+” is no longer visible.  Wondering if anyone out in the community has seen this behaviour and/or what else I should do to troubleshoot it?   There was a patch applied to our Prod instance last week so am wondering if this might have anything to do with that. 

Hi, we have a subcontract that incurred backcharges for scope that was bought out by another company that ran the subcontract total amount into the negative. We recently changed our ERP to Acumatica and we are looking to track this backcharge but cannot process the change orders that run the subcontract into the negative.How can I track this negative commitment amount for my project buyout summary?ex. Subcontract A issued for $5,000. Subcontractor A failed to perform work and another Subcontractor B bought their contract for $5,100. We need to process a deductive change order for the buyout amount to accurately track the money owed to us by Subcontractor A for the increased cost of Subcontractor B.

We’re looking for a way to track which Invoice or Proforma a specific Change Order was billed on in the Project module. Specifically: Is there a field within the change order,  or a report that shows which Proforma or AR Invoice includes a Change Order? If the Change Order was partially billed, is there a way to see the amount invoiced to date and what remains? What’s the best practice for tracking Change Order billing in Acumatica? Any tips, custom reports, or screen references would be much appreciated!

Hello - most of the work we do is cost plus so we need supporting documentation to send with our invoice to our customer to be reimbursed. Our jobs consist of reimbursable items like employee travel that is loaded into the system via cash purchases, billable hours at a rate * quantity, and vendor invoices processed via AP. This leads to quite a few line items that are translated to the monthly billing. When creating a proforma, I thought the system would generate a compilation of files attached to all transactions that are reimbursable on the proforma. It doesn’t seem to do this for the printed version of the proforma or for the substantiated billing that for the proforma. Am I just missing a setting or something to be able to accomplish this? Not sure how the system could generate T&M billings but not have the backup for the T&M billing. Our VAR has of course offered a customization at a hefty price but I expect the system should be able to do this. If anyone else has went thr

We purchase stock materials directly for our projects. Often the materials come in with freight bills, which we historically have added as a separate line item & recognized as a separate account group to the project. However, we are looking at using landed costs to get the actual cost of an inventory item tied to that item - as sometimes we move that item into Free Stock. The question is, is there a report or clear way to show the landed cost variance just on project inventory? We would like to have a clear way to audit why materials are over budget if it is due to inbound inventory freight.

Hello all,How much time does it take to implement & migrate the data into Acumatica for Construction Foundation license?

Is there a way to copy and paste the previous Daily Field Report (DFR)? In our scenario, the foreman is responsible for entering the DFR for all field staff, including labor time and activities. Having to manually re‑enter the same information for all staff every day is time‑consuming.We attempted to use the copy‑and‑paste function for the DFR, but it results in the following error: “Sequence contains more than one matching element.”It would also be helpful if there were an option to upload the DFR instead.Thanks

We are looking for advice on how to handle custom-configured instruments in Acumatica.We purchase assemblies/instruments where the hardware may share the same base inventory ID or vendor part number, but each unit has a project-specific tag or configuration known at the time of purchase. Today, we can assign serial/lot information at receipt, but we have not found a good way to capture the tag/configuration at PO creation so it stays tied to the PO line through receiving.Example:We may order three pressure transmitter assemblies from the same vendor.All three use the same Acumatica inventory ID:ASH ASSEMBLYHowever, each assembly is configured for a different project tag: PO Line Inventory ID Project Tag / Configuration Real Serial Number 1 ASH ASSEMBLY 2593001 PT-101 Unknown until receipt 2 ASH ASSEMBLY 2593001 PT-102 Unknown until receipt 3 ASH ASSEMBLY

It would be really helpful on the Project Cost Budget & Revenue Budget tabs to also be able to Group by Cost Code & Account Group. When summarizing by Task, the GI very conveniently gives a total row. I’m also putting out there the suggestion to have it total without the summarization, because right now it will not total unless the task box is checked (second Screen shot) 

Hi There,I’ve encountered an issue with retainage behavior during AP bill reclassification in Acumatica ERP and would like to confirm whether this is expected or a configuration issue.Scenario:An AP bill is created with a project, task, and retainage applied. The bill is released, and retainage is tracked correctly under the project. Later, I perform a reclassification on one of the bill lines to another project (using the reclass functionality). The original line was code to wrong project about (10% of total cost) The 90%cost  is under project A, and AP retainage is under project AIssue:The expense is reclassified correctly to the new project. In the AP Retainage Register, the original retainage disappear from Project A,  but appears under a non-project code (empty project / X).Expected Behavior:I would not expect the AP Retainage register change the project code but remains under same project codeQuestions:Is this the intended behavior in Acumatica? Are there specific configurations

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential bug?